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This form reports mortgage interest received from a borrower and provides necessary tax information for filing with the IRS.

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How to fill out 1098

01

Gather the necessary information, including the recipient's name, address, and taxpayer identification number (TIN).

02

Enter the mortgage interest received during the year in Box 1.

03

Fill out Box 2 with the outstanding mortgage principal as of January 1st.

04

Complete Box 3 if you have an acquisition or property refinance date.

05

Provide the recipient's property address in Box 4.

06

If applicable, fill in Box 5 for feedback about the loan.

07

Review all entered data for accuracy.

08

Send Copy A to the IRS and provide Copy B to the borrower.

Who needs 1098?

01

Lenders who receive mortgage interest payments from borrowers are required to file Form 1098.

02

Borrowers who pay mortgage interest of $600 or more need to receive and keep Form 1098 for their tax records.

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What is 1098?

Form 1098 is a tax form used to report mortgage interest and certain other payments made to an individual or organization.

Who is required to file 1098?

Lenders, colleges, and universities are generally required to file Form 1098 to report interest received from borrowers, tuition payments, or mortgage insurance premiums.

How to fill out 1098?

To fill out Form 1098, provide the recipient's name, address, Social Security number or taxpayer identification number, and report the amount of interest received, tuition paid, or mortgage insurance premiums accordingly.

What is the purpose of 1098?

The purpose of Form 1098 is to provide information to taxpayers and the IRS about amounts received for mortgage interest, tuition, and certain other payments, which can be used for tax deductions or credits.

What information must be reported on 1098?

Information reported on Form 1098 includes the recipient's name, address, taxpayer identification number, and the total amount of interest paid or tuition received for the tax year.

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